By

Gabriel Yi

Dexus (ASX: DXS)

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INVESTMENT SUMMARY Materially oversold on remote work fears. Maintained 50c dividend and did not raise capital during COVID-19. Ticker | ASX:DXS GICS Sector | Real Estate Current Price | A$8.69 12m Target Price | ▲ A$10.85 Upside | 25% Market Cap | A$9,476m P/E | 14.1x Div Yield | 5.8% BUSINESS DESCRIPTION Dexus engages in office and...
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The Lithium Rebound

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1. INTRODUCTION In 2020, Global X Lithium & Battery Tech ETF (NYSE:LIT) rallied 126% whilst domestic lithium producers Pilbara Minerals (ASX:PLS) and Galaxy Resources (ASX:GXY) rallied 234% and 144% respectively. Lithium stocks have bottomed out after trending down for two...
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Arena REIT (ASX: ARF)

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INVESTMENT SUMMARY Insolvency fears overblown due to low gearing, substantial childcare stimulus and high ongoing occupancy rates. Attractive dividend yield and resilient dividend growth despite higher unemployment and COVID restrictions. Ticker | ASX:ARF GICS Sector | Real Estate Current Price | A$2.36 12m Target Price | ▲ A$3.20...
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